Franchise Guide
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RupeeLife : Admin Login
Advisor
Employee
Branch
Sub Broker
RupeeLife : Client Login / Signup
Android Mobile App
iOS Mobile App
RupeeLife Web
Useful Links
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Useful Links
AMFI Login
https://web.camsonline.com/AMFI/login.aspx
BSE Star MF Member Login
https://membership.bseindia.com/mem_Login.aspx
NSE NMF II Member Login
https://www.nsenmf.com/
MFU Login
https://www.mfuonline.com/
MFU Box e-KYC Login
https://www.mfuonline.com/
CAMS MFD Login
https://edge360.camsonline.com/signin
KFintech MFD Login
https://mfs.kfintech.com/dit/login
MF Central Client Login
https://mfcentral.com/
Annual Declaration of Self Certification (DSC)
https://www.amfiindia.com/distributor-corner/annual_selfcertification
Client Signup Documents
Personal, Bank, Family & Nominee Details
Proof of Documents
Have Questions ? Get Instant Assistance on WhatsApp !
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Details & Documents Required for Online Mutual Fund Account & KYC Process
Personal Details
1 Full Name (As per ITR) :
2 Mobile :
3 Email :
4 Date of Birth :
5 Place of Birth :
6 PAN :
7 Aadhaar :
Bank Details
8 Bank Account Name :
9 Bank Account Number :
10 Bank Name :
11 Bank Branch :
12 IFS Code :
Family Details
13 Father Name :
14 Mother Name :
15 Spouse Name :
Nominee Details
16 Nominee :
17 Nominee Relationship :
Proof of Documents
1 PAN
2 Aadhaar
3 Bank Cancelled Cheque
4 Demat / CML Copy (Optional)
KYC Documents
5 Photo
6 Signature
7 Masked Aadhaar (Protected File)
8 Aadhaar E-KYC XMl File (Protected File)
Note
Provide Mobile No. & Email ID registered with Aadhaar, PAN & Bank.
Provide Bank Account available with Net Banking / UPI facility
Client Registration
Step-by-Step Client Signup Guide
Time Taken : 7 Mins
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Dashboard
https://login.rupeelife.in/broker-login
Utilities
Dashboard > Utilities > User Master
Client Master
Dashboard > Utilities > User Master > Client Master > Add Client
Add Client > Step 1/4 - Personal Information
Dashboard > Utilities > User Master > Client Master > Add Client > Step 1 - Personal Information
Select Advisor
Mandatory :
Full Name (As per ITR)
Client Label (PAN)
Mobile (Provide Mobile No. registered with Aadhaar, PAN & Bank)
Aadhaar
PAN
Email (Provide Email ID registered with Aadhaar, PAN & Bank)
Date of Birth
Marital Status (Single/Married)
Occupation (Private / Public / Professional / Business / Self Employed / Retired / House Wife / Student)
Add Client > Step 2/4 - Address Information
Dashboard > Utilities > User Master > Client Master > Add Client > Step 2 - Address Information
Mandatory :
Current Address
Country
State
City
Pincode
Add Client > Step 3/4 - Bank Information
Dashboard > Utilities > User Master > Client Master > Add Client > Step 3 - Bank Information
Mandatory :
Bank Name
Account Number
Account Type (Savings / Current / NRO / NRE)
IFS Code
Add Client > Step 4/4 - Demat Information (Optional)
Dashboard > Utilities > User Master > Client Master > Add Client > Step 4 - Demat Information
Optional :
DP Name (Stock Broker Name)
DP ID / Broker DP (8 Digit)
Beneficiary A/c (8 Digit)
Create Client Login
Step-by-Step Client Signup Guide
Time Taken : 2 Mins
Have Questions ? Get Instant Assistance on WhatsApp !
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Login Management
Dashboard > Utilities > Client Login > Login Management
Single Login
Dashboard > Utilities > Client Login > Login Management > Single Login
Create Login
Dashboard > Utilities > Client Login > Login Management > Single Login > Create Login
Search Client
Dashboard > Utilities > Client Login > Login Management > Single Login > Create Login > Client > Search Client
Choose Username
Dashboard > Utilities > Client Login > Login Management > Single Login > Create Login > Client > Search Client
Choose Username < Mobile >
Password < Set Password >
Choose Option > ALL
< Create >
Client BSE Onboarding
Step-by-Step Client Signup Guide
Time Taken : 6 Mins
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Transact Online
Dashboard > Transact Online >
Mutual Fund
Dashboard > Transact Online > Mutual Fund >
BSE
Dashboard > Transact Online > Mutual Fund > BSE
Transact Online
Dashboard > Transact Online > Mutual Fund > BSE
Client Onboarding
Dashboard > Transact Online > Mutual Fund > BSE > Client Onboarding
New Client Onboarding 1/5
Dashboard > Transact Online > Mutual Fund > BSE > Client Onboarding > New Client Onboarding > Single Onboarding > Existing Client
Select Branch
Select Advisor
Client Details :
Search Client : XXX
Holding Nature : (Single / Joint / Any One)
Client Code : PAN
Tax Status : (Individual / Minor / HUF / NRO / NRE / Partnership / Corporate / ...)
First Name : (As per ITR)
Date Of Birth
Gender : (Male / Female)
Occupation : (Business / SErvice / Professional / Agriculturist / Retired / House Wife / Student / Private Service / Public Service)
New Client Onboarding 2/5
Dashboard > Transact Online > Mutual Fund > BSE > Client Onboarding > New Client Onboarding > Single Onboarding > Existing Client
PAN Details :
-
Depository Details : (Physical / NSDL / CDSL)
Physical (Default)
NSDL / CDSL (Optional)
DP ID : (8 Digits)
Client ID : (8 Digits)
PMS : NO
Nominee Details :
No. of Nominee : 1
Nominee Name :
Relationship :
Nominee % Applicable : 100%
Minor Flag : NO (If Nominee is Major)
KYC Details :
Applicant KYC Type : KYC Compliant
Aadhaar Updated : YES
New Client Onboarding 3/5
Dashboard > Transact Online > Mutual Fund > BSE > Client Onboarding > New Client Onboarding > Single Onboarding > Existing Client
Bank Details (Only for Depository Client Type : PHYSICAL)
IFS Code
Account Type
Account No
Bank Name
Bank State
Default Bank Flag > YES
Bank Details (CDSL) (Only for Depository Client Type : CDSL)
IFS Code
Account Type
Account No
Bank Name
Bank State
Default Bank Flag > YES
New Client Onboarding 4/5
Dashboard > Transact Online > Mutual Fund > BSE > Client Onboarding > New Client Onboarding > Single Onboarding > Existing Client
Bank Details (NSDL) (Only for Depository Client Type : NSDL)
IFS Code
Account Type
Account No
Bank Name
Bank State
Default Bank Flag > YES
New Client Onboarding 5/5
Dashboard > Transact Online > Mutual Fund > BSE > Client Onboarding > New Client Onboarding > Single Onboarding > Existing Client
Address 1
Address 2
Pincode
City?
State
Country
Communication Mode : EMAIL
Email belongs to : (SELF / Spouse / Dependent Children / Dependent Siblings / Dependent Parents / Guardian / Custodian / POA)
Email :
Mobile Belongs to : (SELF / Spouse / Dependent Children / Dependent Siblings / Dependent Parents / Guardian / Custodian / POA)
Mobile :
FATCA Details
Dashboard > Transact Online > Mutual Fund > BSE > Client Onboarding > New Client Onboarding > FATCA Details
Search Client
PAN
Tax Status : (Individual / Minor / HUF / NRO / NRE / Partnership / Corporate / ...)
Individual / Non-Individual : Individual
Address Type : (Residential / Business / Residential-Business / Registered Office)
Place of Birth :
Country of Birth : INDIA (Default)
Residence Country : INDIA (Default)
Wealth Source : (Salary / Business / Gift / Ancestral Property / Rental Income)
Income Slab :
Politically Exposed Person : The Investor is not policially exposed person
Occupation : (Business / SErvice / Professional / Agriculturist / Retired / House Wife / Student / Private Service / Public Service)
< SUBMIT >
Congratulations
Investing puts money to work. The only reason to save money is to invest it.
Stop Managing Money, Start Building Wealth.
Manage your goal based investment for your emergency needs, family goals, save tax, create family wealth & earn monthly retirement income.
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FREE ! Demat & Trading Account
Open FREE Demat & Trading Account within just 15mins
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Signup Request Form
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Kindly click the link below and fill in the request form
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Disclaimer
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance of the schemes is neither an indicator nor a guarantee of future performance. Please consider your specific investment requirements, risk tolerance, investment goal, time frame and the cost associated with the investment before choosing a mutual fund, or designing a portfolio of mutual funds that suits your needs.
Sigaram Investments Pvt. Ltd. has gathered the data, information, statistics from sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency, however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. The Company cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein.